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iShares S&P US Pref Stock Idx Fnd shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 157k 32.23
2023-12-31 $1.0M 32k 31.21
2023-09-30 $4.2M 140k 30.15
2023-06-30 $4.2M 137k 30.93
2023-03-31 $3.1M 101k 31.22
2022-12-31 $2.3M 77k 30.53
2022-06-30 $2.4M 73k 32.88
2022-03-31 $2.6M 72k 36.42
2021-12-31 $2.9M 73k 39.43
2021-09-30 $2.7M 69k 38.81
2021-06-30 $2.6M 66k 39.34
2021-03-31 $2.6M 69k 38.40
2020-12-31 $2.4M 62k 38.50
2020-09-30 $2.2M 61k 36.44
2020-06-30 $2.1M 60k 34.65
2020-03-31 $1.8M 56k 31.84
2019-12-31 $2.0M 54k 37.59
2019-09-30 $2.0M 53k 37.49
2019-06-30 $2.0M 55k 36.84